Workiva

Workiva

Workiva was founded as WebFilings in 2008 to change how corporations manage and report business data. It released its first cloud solution in 2010, earning trust at a time when cloud adoption was rare by enabling controlled collaboration. The company rebranded to Workiva in 2014 as demand grew across finance, compliance, and audit teams. The company operates a single platform that spans finance, risk management, and sustainability reporting. It serves functions such as SEC reporting, SOX compliance, carbon accounting, and double materiality assessments. Its AI capabilities automate routine tasks like policy drafting and disclosure alignment. No specific portfolio company investments apply here; Workiva is itself a public enterprise software provider whose "investments" are in platform R&D and a partner network of over 200 advisory and technology firms. Workiva employs more than 2,800 people across offices in North America, Europe, and Asia. Its platform is used in over 180 countries. As of Q1 2026, it reported a 97% gross retention rate. In May 2024, Julie Iskow continued as President and CEO, driving the company's integration of governed AI into mission-critical workflows. A structural differentiator is its focus on end-to-end data lineage, where every data point within a financial, risk, or ESG report is traceable to an original source. This turns a regulatory requirement into a tool for operational accuracy, setting it apart from typical point solutions that cannot link a carbon disclosure back to the underlying meter reading.